Spire Wealth Management’s TRI-Continental Corp TY Stock Holding History

Spire Wealth Management’s Portfolio TY Stock Details TY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-939	Closed	-$28.8K	–	2569
2025 Q1	$28.8K	Hold	939	–	–	﹤0.01%	1493
2024 Q4	$29.8K	Hold	939	–	–	﹤0.01%	1475
2024 Q3	$31K	Hold	939	–	–	﹤0.01%	1294
2024 Q2	$29.1K	Hold	939	–	–	﹤0.01%	1298
2024 Q1	$28.9K	Hold	939	–	–	﹤0.01%	1398
2023 Q4	$26.9K	Hold	939	–	–	﹤0.01%	1428
2023 Q3	$25K	Hold	939	–	–	﹤0.01%	1418
2023 Q2	$25.7K	Sell	939 -1,650	-64%	-$43.8K	﹤0.01%	1483
2023 Q1	$68.7K	Buy	2,589 +939	+57%	+$25.1K	﹤0.01%	1071
2022 Q4	$42K	Hold	1,650	–	–	﹤0.01%	1046
2022 Q3	$42K	Sell	1,650 -939	-36%	-$26K	﹤0.01%	1013
2022 Q2	$68K	Sell	2,589 -200	-7%	-$5.74K	﹤0.01%	1176
2022 Q1	$86K	Sell	2,789 -1,494	-35%	-$46.3K	﹤0.01%	1217
2021 Q4	$142K	Buy	4,283 +805	+23%	+$27.7K	﹤0.01%	1253
2021 Q3	$116K	Hold	3,478	–	–	﹤0.01%	1139
2021 Q2	$119K	Sell	3,478 -1,388	-29%	-$47K	﹤0.01%	1134
2021 Q1	$157K	Buy	+4,866	New	+$150K	﹤0.01%	1175

Other funds holding TY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return